Strategic Wealth Advisors, LLC

$325.2MAssets under management
as of Feb 2026 · SEC Form ADV
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Tech stack

No one at Strategic Wealth Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $224M held · filed Aug 2024
Fidelity
Per Form ADV · $51M held · filed Aug 2024